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First Command Financial Advisor Jobs in Lebanon, PA

Valley Youth House

Resident Advisor -FT

Lancaster, PA · On-site

$18 - $21.75/hr

Enroll in our 401(k)-retirement plan and enjoy a company match to secure your financial future ... Medical, vision, and prescription benefits available after the first month of hire, Vacation, Sick ...

Homeland Center

CNA - HomeCare

Harrisburg, PA · On-site

We are currently hiring for first and second shifts, full time, part-time, or per diem. * This ... financial advisor to help you meet your goals. * Generous Paid Time Off. Homeland at Home is an ...

Homeland Center

Caregiver

Harrisburg, PA · On-site

$13.25 - $17/hr

We are currently hiring for Full-Time candidates for First and Second shifts. * We offer ... financial advisor to help you meet your goals. * Generous Paid Time Off. Homeland at Home is an ...

WSFS Bank

Senior Client Services Associate

Lancaster, PA · On-site

$53K - $88K/yr

Other administrative tasks include coordinating with Wealth Director, Financial Advisors, and ... Serve as first point of contact for high-net -worth clients, as well as build and maintain those ...

WSFS Bank

Senior Client Services Associate

Hershey, PA · On-site

$53K - $88K/yr

Other administrative tasks include coordinating with Wealth Director, Financial Advisors, and ... Serve as first point of contact for high-net -worth clients, as well as build and maintain those ...

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Showing results 21-40

All JobsFirst Command Financial Advisor JobsFirst Command Financial Advisor Jobs in Lebanon, PA

First Command Financial Advisor information

See Lebanon, PA salary details

$35.4K

$100.4K

$141.5K

How much do first command financial advisor jobs pay per year?

As of Sep 9, 2026, the average yearly pay for first command financial advisor in Lebanon, PA is $100,368.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,700.00 and $128,700.00 per year, depending on experience, location, and employer.

What does a First Command Financial advisor do?

A First Command Financial Advisor helps clients, particularly military families and veterans, manage their finances, plan for retirement, and achieve long-term financial goals. They provide personalized advice on budgeting, investments, insurance, and other financial products tailored to each client's needs. Advisors also offer ongoing support and adjust financial plans as clients' circumstances change. Their goal is to help clients build financial security and confidence throughout their lives.

What are some common challenges faced by a First Command Financial advisor when working with military families?

First Command Financial Advisors often encounter the unique challenge of serving clients who may frequently relocate or face deployment. This requires adaptability and strong relationship-building skills to maintain trust and continuity in financial planning. Advisors must also be well-versed in military benefits and regulations to provide relevant guidance, and they often collaborate closely with both clients and internal teams to ensure tailored financial strategies. Navigating these complexities can be rewarding but demands a high level of dedication and flexibility.

What are the key skills and qualifications needed to thrive as a First Command Financial advisor, and why are they important?

To thrive as a First Command Financial Advisor, you need a solid understanding of financial planning, investment strategies, and insurance products, typically backed by a bachelor's degree and relevant state licenses (such as Series 6, 63, and life/health insurance). Familiarity with financial planning software, CRM systems, and compliance platforms is essential for managing client portfolios and regulatory requirements. Strong interpersonal skills, active listening, and the ability to build trust set top advisors apart in client relationships. These competencies are crucial for developing tailored financial solutions and maintaining long-term client satisfaction and compliance.

What is the difference between First Command Financial Advisor vs Financial Planner?

AspectFirst Command Financial AdvisorFinancial Planner
CertificationsSeries 6/7, 63, 65/66, Life & Health licensesCFP, Series 7, 66, State licenses
Work EnvironmentFinancial services firms, often direct client interactionsIndependent or firm-based, advising clients on financial plans
Industry UsagePrimarily in financial advisory firms, focusing on military and middle-income clientsBroader industry, including wealth management and estate planning

First Command Financial Advisors typically focus on providing financial guidance to military families and middle-income clients, often working within specific firms with required licenses. Financial Planners have a broader scope, often holding CFP certification and serving diverse client needs across various financial services. While both roles involve financial advising, their certifications, client focus, and work environments differ.

Is First Command Financial Advisor a good financial advisor?

First Command Financial Advisor is a role involving providing financial planning and advice, often requiring certifications such as CFP or Series 7. The quality of advice depends on the individual advisor's expertise, experience, and client reviews, so researching specific advisors and their credentials is recommended.

What are popular job titles related to First Command Financial Advisor jobs in Lebanon, PA?

For First Command Financial Advisor jobs in Lebanon, PA, the most frequently searched job titles are:

What cities near Lebanon, PA are hiring for First Command Financial Advisor jobs?

Cities near Lebanon, PA with the most First Command Financial Advisor job openings:

First Command Financial Advisor jobs near you
Infographic showing various First Command Financial Advisor job openings in Lebanon, PA as of September 2026, with employment types broken down into 81% Full Time, and 19% Part Time. Highlights an 100% In-person job distribution, with an average salary of $100,368 per year, or $48.3 per hour.

Wealth Management Client Associate

Wyomissing, PA • On-site

BofA Securities
See more jobs at BofA Securitiesexternal

Full-time

Posted 18 days ago

Job description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:

  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
  • Demonstrates a client-centric mindset, always acting in the best interest of the client
  • Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:

  • Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
  • Possesses industry knowledge and an understanding of investment products
  • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
  • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
  • Is detail oriented
  • Demonstrates a commitment to continuous learning and professional growth
  • Exhibits sound judgment and discretion when handling sensitive information
  • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
  • Demonstrates professional verbal and written communication skills

  • Internal employees who are currently working from home ae still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy

Skills:

  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy

Shift:

1st shift (United States of America)

Hours Per Week: 

37.5

Apply